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Jan 26, 2013
01/13
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noonlyoes r departmt of the environment go out and do audits, we actually have auditors that go out there and make sure that we're all in compliance with the way we measure it, and using the state standards and the state process to do it. >> reporter: so there's no doubt in your mind that the 80% is real. >> oh, no doubt at all, no doubt at all in my mind. >> reporter: whatever the actual number is, recycling and composting don't come free. >> all of the services we provide are paid for by the customers whose material we're taking away. >> reporter: are they paying more in rates because of all this recycling and composting than they would otherwise? >> i would bet they're paying a little more. but if you compare rates in the bay area-- san francisco versus other communities-- we're right in the middle of the pack. and we're doing a lot more recycling than any other communities. >> reporter: residents currently pay about $28 a month for their trash bins; recycling and composting bins are free. but last month, recology requested a rate increase, and for the first time, wants to charge for c
noonlyoes r departmt of the environment go out and do audits, we actually have auditors that go out there and make sure that we're all in compliance with the way we measure it, and using the state standards and the state process to do it. >> reporter: so there's no doubt in your mind that the 80% is real. >> oh, no doubt at all, no doubt at all in my mind. >> reporter: whatever the actual number is, recycling and composting don't come free. >> all of the services we...
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Jan 25, 2013
01/13
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WJZ
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not only does our department of the environment go out and do audits, we actually have auditors that go out there and make sure that we're all in compliance with the way we measure it, and using the state standards and the state process to do it. >> reporter: so there's no doubt in your mind that the 80% is real. >> oh, no doubt at all, no doubt at all in my mind. >> reporter: whatever the actual number is, recycling and composting don't come free. >> all of the services we provide are paid for by the customers whose material we're taking away. >> reporter: are they paying more in rates because of all this recycling and composting than they would otherwise? >> i would bet they're paying a little more. but if you compare rates in the bay area-- san francisco versus other communities-- we're right in the middle of the pack. and we're doing a lot more recycling than any other communities. >> reporter: residents currently pay about $28 a month for their trash bins; recycling and composting bins are free. but last month, recology requested a rate increase, and for the first time, wants to
not only does our department of the environment go out and do audits, we actually have auditors that go out there and make sure that we're all in compliance with the way we measure it, and using the state standards and the state process to do it. >> reporter: so there's no doubt in your mind that the 80% is real. >> oh, no doubt at all, no doubt at all in my mind. >> reporter: whatever the actual number is, recycling and composting don't come free. >> all of the services...
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Jan 28, 2013
01/13
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KNTV
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and subsidized because of low rate environment, which isn't true. we told the world it squeezes our netting, $5 million a year. reverse side to that, rates will go up one day and we'll get that back. we're investing the business if it were normal environment. we know right now margins are lower. it's just like the you were running a pizza shop and the post of mozzarella is liar you wouldn't stop selling pizzas because the margin is higher. we try to be long term. >> what policies create jobs? that's what we're trying to figure out? >> i think it's fairly consistent that we have done -- the grand bargain. it doesn't have to be exactly the one that anyone wants, that show that america can make decisions. it set a more effective tax system. it reduced tax uncertainty going forward. i think we could have a booming environment. i may be wrong. that's my own personal belief. if we have a grand bargain, americans take off. the rest of the world needs us to be strong. europe still has its issues and it will for a couple of years. so i think it's important t
and subsidized because of low rate environment, which isn't true. we told the world it squeezes our netting, $5 million a year. reverse side to that, rates will go up one day and we'll get that back. we're investing the business if it were normal environment. we know right now margins are lower. it's just like the you were running a pizza shop and the post of mozzarella is liar you wouldn't stop selling pizzas because the margin is higher. we try to be long term. >> what policies create...
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Jan 26, 2013
01/13
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CNN
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after all, a country where half its youth graduates from college and cannot get a job is not the best environment in which to run a business. >> so that's interesting because this is a woman who is now one of the top positions at a public company. at aol. so then someone on the complete opposite side i talked to, john chambers, ceo of cisco, staunch republican, endorsed romney. he said they've got nearly $40 billion overseas. he has no intention of bringing it back to the u.s. unless policy changes. he said the place to do business. >> let me guess. >> what. >> then russia. he's making appoint with russia. he's making a point with russia, but canada. >> interesting. >> he just thinks if the policy doesn't change here, he's not going to bring the money to work here. you acquire companies where you're wanted clearly sending a message to the administration. i don't know if it's going to change everything. >> interesting to hear from different people. in one blaiplace such divergent views. good to see you, as always. >> you can see more interviews and all of our interviews from davos on cnn money.com
after all, a country where half its youth graduates from college and cannot get a job is not the best environment in which to run a business. >> so that's interesting because this is a woman who is now one of the top positions at a public company. at aol. so then someone on the complete opposite side i talked to, john chambers, ceo of cisco, staunch republican, endorsed romney. he said they've got nearly $40 billion overseas. he has no intention of bringing it back to the u.s. unless...
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Jan 27, 2013
01/13
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CNN
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the ability to say how do we create a win/win environment. certain states in the u.s. are doing a good job. those models whether they occur in canada, colorado, uk or israel or russia is what we're looking for. >> just to put this in some perspective for you. that company, cisco, has nearly $40 billion parked overseas, not here in the u.s. and chambers is pretty clear telling me he's not going to be investing a lot of that money in the united states unless policy changes here. so, two very different arguments but the same goal and the same conversation here all week. job creation. and i think the consensus here is that people really want clarity from washington on taxes and on spending. they want to see a long term deal. miguel? >> thank you, poppy harlow. 40 billion bucks, a lot. >>> if you're still on a high from the golden globes, brace yourself. hollywood is set for another round of it. the 19th annual screen actor guild awards are tonight honoring the best actors and actresses in tv and film. nischelle turner has more. >> reporter: in the hollywood honors where os
the ability to say how do we create a win/win environment. certain states in the u.s. are doing a good job. those models whether they occur in canada, colorado, uk or israel or russia is what we're looking for. >> just to put this in some perspective for you. that company, cisco, has nearly $40 billion parked overseas, not here in the u.s. and chambers is pretty clear telling me he's not going to be investing a lot of that money in the united states unless policy changes here. so, two...
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Jan 27, 2013
01/13
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CNN
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mpw seeing -- released this week, 452% saw no change from the current tepid economic environment. 28% saw a decline and 18% said things will get better. it is still an improvement from last year, when 48% predicted a decline. the last few years of recovery, followed by slowdowns of political crisis, of new terror attacks from north africa, have made people wary of excessive optimism. these are stable, crises have been contained. there's some growth on the horizon, but no one's ready to declare that we have turned any corners. there are no bulls in davos this year, no countries taking center stage. one symbol of the mood, the big splashy parties that companies like google used to throw have been quietly discontinued. not that google couldn't afford it, they just had that their first year with $50 billion in revenue. it's a sense of growth that people have gotten used to, growth that companies have hoped for in the future just doesn't seem likely. growth numbers that are low, lower than they had projected only a few months ago. the world is coming to grips with the fact that the financi
mpw seeing -- released this week, 452% saw no change from the current tepid economic environment. 28% saw a decline and 18% said things will get better. it is still an improvement from last year, when 48% predicted a decline. the last few years of recovery, followed by slowdowns of political crisis, of new terror attacks from north africa, have made people wary of excessive optimism. these are stable, crises have been contained. there's some growth on the horizon, but no one's ready to declare...
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Jan 29, 2013
01/13
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CSPAN2
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and economy, like china, you do have real domestic -- you have a very adverse environment and you still can maintain some growth. >> is very different. the issues that are applicable, there's a lot of room in focusing on this becomes fundamentally important now. in ordered see that it is a commodity market. it would be to use the proceeds for decoupling. i think we tend to be a dedicated militia. we have new words and we repeat them. and then we realize that what we need to understand right now is wider than africa's interest that we are well organized and we are not decoupled in the short-term. >> okay, moving on to be other issues, the question is that essentially the eurozone has no growth policy and relevant time horizons. the question is how to get through the next few years. it was talked about, and if i understood it, she more or less said it does take years to get back to normal and that's just what you'll have to live with. and there isn't really much that one can do about it. what would your response be on this issue in the relatively near term? >> yes, he was quoting a newspa
and economy, like china, you do have real domestic -- you have a very adverse environment and you still can maintain some growth. >> is very different. the issues that are applicable, there's a lot of room in focusing on this becomes fundamentally important now. in ordered see that it is a commodity market. it would be to use the proceeds for decoupling. i think we tend to be a dedicated militia. we have new words and we repeat them. and then we realize that what we need to understand...
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Jan 25, 2013
01/13
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FBC
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it could be a completely different environment. many of those doomsday people are still expecting a mess, politically. after a while, you start to say, when will be the time that we do not get a last-minute deal? there is some percentage that fear that. is it reasonable? >> i think that is true. there certainly are some possibilities. the real fear has been kind of dissipating from the market. for example, we have lowered the downside scenario from 30% to 15%. as we look forward to the u.s. economy, there really are a lot of positives. housing is coming back very nicely. job growth has picked up a little bit. consumer confidence with the house prices and stock prices rising. that is coming back. that will be a big support to consumer spending. gas prices are not outrageous. i could give you a list of maybe 30 companies, a new factoring companies, that are looking to move their manufacturing back to the u.s. connell: we have seen a lot of that. you are right. bob, thank you. the third guest to be positive this hour on the housing ma
it could be a completely different environment. many of those doomsday people are still expecting a mess, politically. after a while, you start to say, when will be the time that we do not get a last-minute deal? there is some percentage that fear that. is it reasonable? >> i think that is true. there certainly are some possibilities. the real fear has been kind of dissipating from the market. for example, we have lowered the downside scenario from 30% to 15%. as we look forward to the...
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Jan 28, 2013
01/13
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CNBC
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macro environment for the euro is decidedly upwards. that's not to say that currency may not weaken to the u.s. dollar but there is not that kind of explosion that people were hoping for. so i would avoid being short things like this. particularly as retail investor. where you're not able to sit in central banking meetings. >> 134, 135 is where you're sitting, the euro has been. 134 1/2. joey? >> anadarco was a stock we were talking about 80, it got there today. look, if you're a near term trader, you take some off fund manically. the story changed for anadarko. i think this is a name you own. >> stepm? >> such a good performer. not even that expensive. the long-term average is about 15 1/2 times. i think theme parks will do very well this quarter and into 2013 continue to do good. in terms of studio as well. and one interesting thing about disney is they spent the last couple of years, a ton of money, on investment, right? that goes away in 2013 s think you might have margin. on a pull-back, i would be a buyer. >> let's talk some waste
macro environment for the euro is decidedly upwards. that's not to say that currency may not weaken to the u.s. dollar but there is not that kind of explosion that people were hoping for. so i would avoid being short things like this. particularly as retail investor. where you're not able to sit in central banking meetings. >> 134, 135 is where you're sitting, the euro has been. 134 1/2. joey? >> anadarco was a stock we were talking about 80, it got there today. look, if you're a...
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Jan 24, 2013
01/13
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now we've got the right costs for the new environment we're in. and is this a cross to the board picture? >> definitely. banking ultimately is such for the underlying economy. so i think it doesn't take an economy to tell us that the next couple of years is going to be choppy and not the growth we've had for the last 20 years. banking has to go back to basics. fist, think about your revenue and cost base. here on the cost base, huge improvements. they've always been unmanaged because the revenue is growing so, you know, clearly matched to pay people twice as much as we have to. today, people working from i.t. to legal to front office staff to traders, everyone in my view is clearly overbased. given the number of job opportunities that are there, i think banks cap capitalization. they should tell management, cut your costs. and i am sure people would be very happy. >> we're going to see a lot more come on the compensation levels. how should they measure compensation? particularly in banking? >> certainly. so first of all, up to now in investment ba
now we've got the right costs for the new environment we're in. and is this a cross to the board picture? >> definitely. banking ultimately is such for the underlying economy. so i think it doesn't take an economy to tell us that the next couple of years is going to be choppy and not the growth we've had for the last 20 years. banking has to go back to basics. fist, think about your revenue and cost base. here on the cost base, huge improvements. they've always been unmanaged because the...
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Jan 24, 2013
01/13
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we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ ♪ >> pelley: a new study is finding that smoking is taking a much greater toll on women than it used to. according to research in today's "new england journal of medicine," back in the '60s, women who smoked had three times the risk of dying of lung cancer; now the risk is 25 times higher. one reason: women have been starting to smoke earlier, and they are smoking more. another threat to women is sexual abuse, and, according to the c.d.c., nearly one in five women has been raped. and in more than half of those cases, the rapist was an intimate partner. today, america's ob-gyns put out guidelines to help doctors deal without sexual abuse, and jon lapook is here to talk about that. >> they're talking about other forms of abuse including birth control sabotage. that's where a man interf
we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ ♪ >> pelley: a new study is finding that smoking is taking a much greater toll on women than it used to. according to research in today's "new england journal of medicine," back in the '60s, women who smoked had three times the risk of...
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Jan 28, 2013
01/13
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consumers are continuing to face economic challenges and this uncertain economic environment sn environment. >> you know, jackie just mentioned coach. you will bring us through some winners and sinners too. >> everyone is in on this trade. the last five years haven't been the best on the 50e cannot my but a little retail therapy helped investors along the way. since 2007, three of the top ten of the s&p 500 are consumer discretionary companies. also, making up nearly half of the 42 component that have doubled in that time period with those bar bell retail traids providing investors with the highest returns. discounters including ross stores, tjx, dollar tree and family dollar, all gaining a hundred percent or more since the october 2007 peak, but so too have ralph lauren and fossil on the high ends. on the dow, home depot come in as the top performer. wal-mart number four. so home depot and wal-mart are two that are up double digits. consumer discretionary groups, both leading the broader s&p 500. but the bulk of retail earners are yet to hit the tape. that could change everything. especial
consumers are continuing to face economic challenges and this uncertain economic environment sn environment. >> you know, jackie just mentioned coach. you will bring us through some winners and sinners too. >> everyone is in on this trade. the last five years haven't been the best on the 50e cannot my but a little retail therapy helped investors along the way. since 2007, three of the top ten of the s&p 500 are consumer discretionary companies. also, making up nearly half of the...
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Jan 26, 2013
01/13
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we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> welcome back to the second half of "outfront." we start with stories we care about where we focus with reporting from the front lines. today on the two-year anniversary of the egyptian revolution that ousted hosni mubarak from power, the streets were filled not with peace but with violence. protesters for and against president mohamed morsi clashed with police, at least seven died. morsi did not address the country but tweeted on twitter. he called on people to uphold the noble principles of the revolution. >>> apple is no longer the world's biggest company. the title belongs to exxonmobil. apple shares plummeted on the heels of disappointing earnings resulted and plunged over 12%. apple's market cap first passed exxonmobil on august 9th, 2011. it's been sitting pretty 18 months, s
we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> welcome back to the second half of "outfront." we start with stories we care about where we focus with reporting from the front lines. today on the two-year anniversary of the egyptian revolution that ousted hosni mubarak from power,...
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Jan 24, 2013
01/13
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. >> gina, let's talk about the macro environment. it is getting better. and what the market looks for is those -- those incremental data points, the new pieces of news. whether they're actually really good or just a little bit better than people expected or better than bad. so where are your thoughts on the economy, here in the states as well as globally, and how do you position for that? >> right. so when we look at the broader economic landscape, we use the leading economic indicators index which improved a touch in december. but it is still down on a year over year basis. or decelerating i should say on a year over year basis, tends to be the best leading indicator of earnings growth for the s&p 500 over time. i think unfortunately this is all perceptions with respect to the economic data. instead the leis are continuing to decelerate. some of the leading indicators have done a little bit of better in the december, november, december period versus the prior three months. but on the longer term scale, we see this ongoing desell ration. >> you don't thin
. >> gina, let's talk about the macro environment. it is getting better. and what the market looks for is those -- those incremental data points, the new pieces of news. whether they're actually really good or just a little bit better than people expected or better than bad. so where are your thoughts on the economy, here in the states as well as globally, and how do you position for that? >> right. so when we look at the broader economic landscape, we use the leading economic...
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Jan 24, 2013
01/13
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CNBC
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we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> nice to have simon back to put europe in perspective, especially on a day where we got a few data points. >> we had a lot of data out today. spanish unemployment rising to a record 26%. there is one thing that i want to draw to your attention through that data. >> the european markets are closing now. >> and you can see it is positive. we added to the gains in europe. they were up about .1% at 6:00 a.m. new york time this morning. with 100 point rally on the dow, we got past the apple shock in terms of global market moves and you can see that reflected in western europe. the one data point i want to draw to your attention today is that the composite pmi for the eurozone is rising. it is still below 50. so we're still slightly contracting in europe, but at 48.2. jpmorgan is saying w
we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> nice to have simon back to put europe in perspective, especially on a day where we got a few data points. >> we had a lot of data out today. spanish unemployment rising to a record 26%. there is one thing that i want to draw to your...
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Jan 24, 2013
01/13
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CNBC
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revenue is still growing rather slowly but still a pretty good environment. >> all right. here we go. the first of the earnings out from microsoft. we were expecting 75 cents. came in at 76 september, beating by a penny. the revenue was expected to be 21.53 billion. we got 21.46, so a little light on that. let's bring in our guests. max wolf from green press capital and david pearl next tomakers executive vice president and co-chief investment officer and jon fortt, anything to add on what we're seeing so far in the early statements of the microsoft report with stock up half a percent? >> yes, i've got a breakdown. >> 32.5, $1 billion on revenue is what we're getting on at&t right now and 44 cents for the eps is what we're getting for at&t as opposed to the expectation of 45, so it looks as though revenue was a little bit higher than exed, but looks as if the eps was one sent shorter than expected. we'll get back to microsoft right now and talk more about at&t earnings in just a second. >> don't you love it when they all come out at the same time. >> why can't you corporat
revenue is still growing rather slowly but still a pretty good environment. >> all right. here we go. the first of the earnings out from microsoft. we were expecting 75 cents. came in at 76 september, beating by a penny. the revenue was expected to be 21.53 billion. we got 21.46, so a little light on that. let's bring in our guests. max wolf from green press capital and david pearl next tomakers executive vice president and co-chief investment officer and jon fortt, anything to add on...
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Jan 26, 2013
01/13
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CNNW
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we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> we are back with tonight's "outer circle" where we reach out to sources around the world. we go to south africa where the search is on for thousands of crocodiles near the botswana border. rising floodwaters were threatening about 15,000 crocs on a breeding farm. the owners opened the farm's gates to relieve pressure. more than half the crocs or the loose. maybe that's good because they're not going to be turned into handbags. robyn curnow is following the story. >> reporter: fair to say the people who are trying to round up the crocs are doing it carefully. we understand the recapturing the mostly taking place at nighttime because crocodiles eyes grow red when lights reflected into them. in this largely farming rural area, residents are being warned not to try and capture the croc
we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> we are back with tonight's "outer circle" where we reach out to sources around the world. we go to south africa where the search is on for thousands of crocodiles near the botswana border. rising floodwaters were threatening about...
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Jan 24, 2013
01/13
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FBC
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>> global warming is a real issue and what is the most of corn tissue of our time, the environment we live in. obviously we have to protect it. i think that is a possibility and probably something that may be effective. stuart: wouldn't do any good? >> if we could get bipartisan support, it could -- stuart: when it would lower carbon emissions in a miniscule, may be lower the temperature is your.1% over a longer period of time. it is just a fund of money. that is why -- that is what it is all about. >> those dollars would be used for other efforts to control and focus on changing climate. stuart: they would just fill government coffers with that the needed money. >> if that is the case they wouldn't be a good thing. stuart: when you are if in favor of carbon tax to raise money. >> i am not. i am in favor of it as a way of controlling, beginning to control global warming and giving resources to combat it. stuart: i want to bring you the answer to the quiz we brought you before the break. we asked who said this? i am quoting directly. i am so tired of hearing that the rich are not payin
>> global warming is a real issue and what is the most of corn tissue of our time, the environment we live in. obviously we have to protect it. i think that is a possibility and probably something that may be effective. stuart: wouldn't do any good? >> if we could get bipartisan support, it could -- stuart: when it would lower carbon emissions in a miniscule, may be lower the temperature is your.1% over a longer period of time. it is just a fund of money. that is why -- that is what...
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Jan 25, 2013
01/13
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FBC
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it is a friendly environment. great education. dublin is a great city. they will build themselves out. they have done a great job coming back from the bailout. the way they're doing it is focusing on jobs, jobs, jobs. liz: you're one of some 20, not many firms who have been granted the ability to do trading on behalf of the federal reserve and behalf of the government. if they were to finally tighten rates, would that help your business a bit? i know it might hurt the commercial real estate business but, you know, rates at zero to 1/4% have killed certain segments of business out there. >> of course. i mean you have a two-year note at .2. what kind of rate is .2? that is not interest rate. you have a million dollar investment and u.s. treasury and buy coffee. liz: that changed under my sofa seats. >> what you're going to see when this $7 trillion of this liquidity, quantitative easing, that the federal government has thrown in, sloshing around causing these rates to be so, so, low, it really made u.s. treasurys a noninvestable good. it is a storage facil
it is a friendly environment. great education. dublin is a great city. they will build themselves out. they have done a great job coming back from the bailout. the way they're doing it is focusing on jobs, jobs, jobs. liz: you're one of some 20, not many firms who have been granted the ability to do trading on behalf of the federal reserve and behalf of the government. if they were to finally tighten rates, would that help your business a bit? i know it might hurt the commercial real estate...
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Jan 29, 2013
01/13
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CNBC
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if you haven't reached out and grabbed this completely benign environment, you've really underperformed. if you look at the housing prices, the schiller index out here, we're at six-year highs, november to november. you have a place, as guy said, rates are telling you what's going on. you know what they called the two year note? >> the bunde-schad. this is telling you that even germany, which was the ultimate fight to quality, they were negative ten basis points. >> yeah, it is the regret rally, for anybody who missed last year, you got to chase it up at these levels. i can find 20 different reasons why the market should go down but it just doesn't. it keeps going up. a lot of it does appear to be cash coming into the market. the market isn't necessarily reacting to good or bad news. it is just mechanical. scares me a little bit. >> to brian's point. it is institutional asset allocation. one of the things that came out of davos was an analysis of where earnings are and the earnings yield for the overall market, relative to german bonds, u.s. treasuries, et cetera. 7% are in the market,
if you haven't reached out and grabbed this completely benign environment, you've really underperformed. if you look at the housing prices, the schiller index out here, we're at six-year highs, november to november. you have a place, as guy said, rates are telling you what's going on. you know what they called the two year note? >> the bunde-schad. this is telling you that even germany, which was the ultimate fight to quality, they were negative ten basis points. >> yeah, it is the...
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Jan 25, 2013
01/13
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and we really see an environment here where it's really going to be a golden age for individual -- >> like which ones? >> stock selection and active managers. >> pin it down. give us some names. >> okay. well, we like the theme of oil by rail. trinity industries which makes cars that move rail. we like a derivative of the housing recovery briggs & stratton. we also like names where there is kind of secular growth opportunities and we see a shoe carnival as a small retailer regardless of what happens with the consumer we think they can really grow their store base and do it all organically. >> got it. >> shoes on a ship? >> shoe carnival. >> marc travis does the dow get back to the record high in the next week or next week or two and then what happens? >> you know, i would hesitate to annualize up 6% for january. you know, i'm like eric. i'm searching for equity securities where there is a discount between price and value. i would differ a little bit with eric in the small cap space. if you look at the russel 2000 it trades at 16 times operating income. the inverse of that is 6.25, whi
and we really see an environment here where it's really going to be a golden age for individual -- >> like which ones? >> stock selection and active managers. >> pin it down. give us some names. >> okay. well, we like the theme of oil by rail. trinity industries which makes cars that move rail. we like a derivative of the housing recovery briggs & stratton. we also like names where there is kind of secular growth opportunities and we see a shoe carnival as a small...
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Jan 29, 2013
01/13
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CNBC
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in this environment and it's harder to provide guaranteed returns, is that a declining revenue stream? >> the problem with life insurers is a lot of their products they sell are discretionary. as people have less income and maybe they can't pay their mortgages, firstly, the top line is going to go down. secondly, as you say, a lot of life insurance profit is dictated by the return. as returns are low, property is under pressure. >> they have sold a lot of structure products to higher end investors. are those in decline, as well? >> yeah. i think a lot of complex analogies. >> and we have sovereignty two coming up which they keep fighting against. do we know what the full impact is going to be? >> it's still in debate. so i think the impact will be an improvement in risk management across the industry. that's a big win in the industry for a whole. they have more on the guarantee they offer and a more wholistic regime should make the industry stronger. >> and in the meantime, we can figure out whether the uk is leaving the eu. >> and then the uk has to worry about selling their products
in this environment and it's harder to provide guaranteed returns, is that a declining revenue stream? >> the problem with life insurers is a lot of their products they sell are discretionary. as people have less income and maybe they can't pay their mortgages, firstly, the top line is going to go down. secondly, as you say, a lot of life insurance profit is dictated by the return. as returns are low, property is under pressure. >> they have sold a lot of structure products to...
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Jan 24, 2013
01/13
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CNBC
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that you need long-term stable environments. because when we look into plants or other investments we look out 10, 15 years. >> sounds like you're saying it was a mistake to make this speech. >> i'm not saying anything. you're asking me how do i believe investment positions could be affected. >> the other topic we've been talking about has been energy and energy policy in the united states. and it was making me think given the possibility of fracking and shale and everything else going on, does that give you any sense that you would make additional investments in the united states? >> andrew, already done. i think what we've seen in the united states is a great example that the energy direction of the united states is really competitiveness agenda. we see reindustrialization initiatives already happening. chemicals are coming back to the u.s. we will see further industrial build-out coming back to the united states. for us in twofolds it's a great growth business opportunities, for big and most modern gas turbine plant which we
that you need long-term stable environments. because when we look into plants or other investments we look out 10, 15 years. >> sounds like you're saying it was a mistake to make this speech. >> i'm not saying anything. you're asking me how do i believe investment positions could be affected. >> the other topic we've been talking about has been energy and energy policy in the united states. and it was making me think given the possibility of fracking and shale and everything...
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Jan 26, 2013
01/13
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WUSA
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you sense the environment. you pick up a coffee cup. yes, they will actually be the capability to mimic, feel. so if you're out on the web, you can literally feel the fabric you're going to purchase. >> you have computers becoming more sensory in the application. touch, scent. >> smell. i think about smell. it's not just that your morning coffee is great. smell is imagine for a minute you sneeze. well, there's all sorts of chemicals there. what if one of the things you could detect was staff infection. literally if you sneeze your cell phone says oh by the way, you want to hick the doctor because you're going to be unbelievably sick. >> you're going to die. no hopefully you won't go that far. taste, also one of the things you can do. >> exactly. you're familiar with pandora, thumbs up thumbs down. imagine having dinner and you have your device sensor sitting there and you smell what it smells. it will learn enough about the chemistry what it is to actually suggest it. >> you're running down the five senses here. let's keep moving along.
you sense the environment. you pick up a coffee cup. yes, they will actually be the capability to mimic, feel. so if you're out on the web, you can literally feel the fabric you're going to purchase. >> you have computers becoming more sensory in the application. touch, scent. >> smell. i think about smell. it's not just that your morning coffee is great. smell is imagine for a minute you sneeze. well, there's all sorts of chemicals there. what if one of the things you could detect...
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Jan 27, 2013
01/13
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KTVU
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i mean, when you have an environment where women are treated as sort of second class warriors, they can do almost everything but not quite, the lead, not doing what really brings about promotions and leadership positions and what matters in the military the most you create this subconscious feeling that, you know, women are not quite equal with the men, and, so, that adds to our problem of sexual harassment. and sexual assault. and sexual assault is a complex issue and, the way to address it obviously is finding those who are the criminals and rat them out of the military, and you don't keep the women out of the units, if those men are assaulting they'll assault civilians and other women they come in contact with. i agree it is absolutely necessary and the restrictions in the past added to the problem. >> chris: colonel mcsally, general boykin brought up the idea of the draft and a lot of people said, in fact the supreme court said the reason women should not be subjected to the draft is because they are not combat-ready. if you are going to lift the ban, and it has been lift, and, if w
i mean, when you have an environment where women are treated as sort of second class warriors, they can do almost everything but not quite, the lead, not doing what really brings about promotions and leadership positions and what matters in the military the most you create this subconscious feeling that, you know, women are not quite equal with the men, and, so, that adds to our problem of sexual harassment. and sexual assault. and sexual assault is a complex issue and, the way to address it...
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Jan 28, 2013
01/13
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CNBC
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that's a shocking environment for stocks. stocks fell 10% to 15%. >> but still we've had people say that we can still do 4%. that that's just normal. that's just normalized -- >> over time. >> long-term yield. there would be some trepidation initially but that's not going to be something that would -- >> -- health environment -- >> >> we're going to get a lousy gdp number. >> but that should be backward looking. hopefully the market knows this is in the past, this isn't now. i think all the sentiments this week we have them from every country i think except japan business sentiment surveys coming out. that's a much more forward looking indicator. we're going to be watching that and housing. those are going to drive things as well as talking about earnings. we have 20% of the week. that's going to be a lot -- >> -- of the earnings season. now is when stocks usually begin to slide after a 4% rally in the two weeks before and al alcoa we could be hitting a rough patch as well. >> you've got a big lump money and you're like -- >>
that's a shocking environment for stocks. stocks fell 10% to 15%. >> but still we've had people say that we can still do 4%. that that's just normal. that's just normalized -- >> over time. >> long-term yield. there would be some trepidation initially but that's not going to be something that would -- >> -- health environment -- >> >> we're going to get a lousy gdp number. >> but that should be backward looking. hopefully the market knows this is in the...
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Jan 25, 2013
01/13
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CNBC
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>> the commodity environment we saw the last few years. certainly a better environment from a foreign exchange standpoint. multinational company earning profits. >> forex. and europe is better? >> europe, northern europe is pretty good. southern europe is still a challenge, because your previous guest would indicate. >> all right. you don't sell a lot of soap in certain countries over there. no, i'm kidding! i don't mean to -- i don't mean, you know, deodorant in one country in particular. let me think, anything else, jon, china? how's asia? >> asia is good. china is good. we grew high single digits in china. we expect that to accelerate as the year progresses. so generally our developing market business is very healthy. we grew 7% overall. 11% in the brick markets. over 20% in brazil and india. so that continues to be where a disproportionate amount of growth is coming. at the same time we're strengthening our develop market business which is starting to accelerate a little bit. >> thanks, john. hope to see you again next quarter so we ca
>> the commodity environment we saw the last few years. certainly a better environment from a foreign exchange standpoint. multinational company earning profits. >> forex. and europe is better? >> europe, northern europe is pretty good. southern europe is still a challenge, because your previous guest would indicate. >> all right. you don't sell a lot of soap in certain countries over there. no, i'm kidding! i don't mean to -- i don't mean, you know, deodorant in one...
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Jan 26, 2013
01/13
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CSPAN2
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you had a taxation and a regulatory environment which allowed me to prosper with the fcc making sure the rules were followed, and it encouraged entrepreneurship, and people were respected for the fact that they added to the economy, and now that i have wealth, i can do a lot more to help poor people than i could when i didn't have wealth. my wife scrubbedded the floors sewed clothes, and cut my hair, but now we are blessed by the american dream, and i want to keep it alive for others. the third role is the entrepreneur, the role i played. entrepreneur, hospitable governmental environment, and the workers are what create success in america. we have to keep the three legs of the stool strong and vibrant. >> thank you for the opening statement. i'll ask one or two, and then we'll go around the table. especially interested to hear you talk about obama create the legacy. earlier this week, as you probably know, speaker boehner spoke on society saying the obama administration wants to, quote, annihilate the republican party, and shove it in, quote, the dust pan of history. do you agree wit
you had a taxation and a regulatory environment which allowed me to prosper with the fcc making sure the rules were followed, and it encouraged entrepreneurship, and people were respected for the fact that they added to the economy, and now that i have wealth, i can do a lot more to help poor people than i could when i didn't have wealth. my wife scrubbedded the floors sewed clothes, and cut my hair, but now we are blessed by the american dream, and i want to keep it alive for others. the third...
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Jan 25, 2013
01/13
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CNBC
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of course, it's a challenging environment. but i think it's something that is quite possible to happen. >> i was looking at some numbers and nearly 1% gdp growth this year is the target for growth in mexico. that's four times the pace of brazil. double the united states. because of that, you're seeing this huge inflow in money and business activity. are those targets accurate? >> yeah. i think this year we should be in the range between 3 1/2 and 4% growth. and it is a good growth rate if you compare it with other countries in the world with some latin countries in the continent. but it's not enough. mexico is still an emerging country. we have a substantial amount of people still in poverty. and we need the to grow faster and at a steady te that's why productivity is so important. and we have fantastic samples of competitive in mexico. we need to make productivity something that is variable to the overall pop laying to the majority of mexico. and that's why it's important to do this crosswide reforms that can have a broad imp
of course, it's a challenging environment. but i think it's something that is quite possible to happen. >> i was looking at some numbers and nearly 1% gdp growth this year is the target for growth in mexico. that's four times the pace of brazil. double the united states. because of that, you're seeing this huge inflow in money and business activity. are those targets accurate? >> yeah. i think this year we should be in the range between 3 1/2 and 4% growth. and it is a good growth...
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Jan 28, 2013
01/13
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CSPAN2
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how we can create this environment today with this kind of unstability, we need political stability. we need peace. we have struggle between the palestinians and israelis and egypt. we have to talk about it and be very frank to see how we can get to the end of this. for this reason, yes, frankly speaking i'm not very optimistic about all today. if i ask anyone what you want me to talk to about, talk about democracy, freedom, transparency, governments, rulers. let us work for this and this is very important. >> let me ask --, let me ask someone who has worked with some of these institutions under the most ex-rd nary conditions. you have helped functioning institution in the west bank. you created an economy that created extraordinary growth over the last three years and you've done it under very adverse circumstances. so what would be your advice to people trying to build these institutions? >> thank you. honestly i continue to the effort help the institutions not just myself and to get ready for the emergence of fully independent and state of palestine under the oak pages of israel s
how we can create this environment today with this kind of unstability, we need political stability. we need peace. we have struggle between the palestinians and israelis and egypt. we have to talk about it and be very frank to see how we can get to the end of this. for this reason, yes, frankly speaking i'm not very optimistic about all today. if i ask anyone what you want me to talk to about, talk about democracy, freedom, transparency, governments, rulers. let us work for this and this is...
SFGTV2: San Francisco Government Television
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Jan 26, 2013
01/13
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SFGTV2
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accountable are those who want to cut taxes for the rich and no fair share who want to live in the privatized environment and not care about the civic situation. that is truly damaging to the possibility of already beleaguered ideals. nothing is simple. i cover the former soviet union and russia. i could go on at great length about how boris yeltsin undermined democracy and became a hero democracy. lech walnsa in many ways was not the. working bloke many made him not to be. gorbachev was a visionary who came to power. he saw he needed to change the country. he used his powers to do that. he withdrew from afghanistan. he called for nuclear abolition. he worked with ronald reagan. he understood you need political solutions, not military solutions. when the soviet troops were ready to come out of the barracks so the berlin wall would not come down, he told them to stay in the barracks, the empire is going. we cannot be a country that will be one of glasnost and perestroika if we live the way we have. it is the 20th anniversary of the soviet union, the end of the soviet union. many people in russia blame him
accountable are those who want to cut taxes for the rich and no fair share who want to live in the privatized environment and not care about the civic situation. that is truly damaging to the possibility of already beleaguered ideals. nothing is simple. i cover the former soviet union and russia. i could go on at great length about how boris yeltsin undermined democracy and became a hero democracy. lech walnsa in many ways was not the. working bloke many made him not to be. gorbachev was a...
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know why they're there there and it's even worse than being because not only are you wouldn't terrible environment where everybody basically wants to kill you. and you walk around and suddenly the earth explodes and your best friend just lost his leg. you. to test the people you're supposed to be fighting for. and you do crazy things and that's what to redact it's about and that's what cancer does a war was about. these wars make no sense and crazy things happen here if studied the phenomenon or rather the pathology of violence for a while for decades why is america so keen to get involved in conflicts whatever they hop on from afghanistan to libya shooting first and thinking later many things in here that we're repeated over and over again that you know sort of. create this and this atmosphere one is america is the greatest day shouldn't in the world i don't know how many times i've heard that they say that in russia do you say russia is the greatest nation in the world not often i yeah and why are we all over the world why are we in countries you know we have you know a military presence all ove
know why they're there there and it's even worse than being because not only are you wouldn't terrible environment where everybody basically wants to kill you. and you walk around and suddenly the earth explodes and your best friend just lost his leg. you. to test the people you're supposed to be fighting for. and you do crazy things and that's what to redact it's about and that's what cancer does a war was about. these wars make no sense and crazy things happen here if studied the phenomenon...
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Jan 28, 2013
01/13
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FOXNEWSW
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do you think that contributed to the environment in which sectional way sault happens? >> when you have an environment where women are treated as second-class warriors, can do everything but not quite the elite dog not out there doing what really brings about promotions and leadership positions and really what matters in the military the movie theater, you create in sub conscious feeling that women are not quite equal with the men. that adds to the problem of sexual harassment and sexual assault. a complex issue. we need to address it to find those that are the criminals and route them out of the military. you don't avoid the issue by keeping women out of the units because if those men are assaulters they will assault women and others they come into contact to. this change is absolutely necessary and the restrictions in the past have actually added to the problem. >> chris: colonel mcsalary, general boykin brought up the idea of the draft and the supreme court said the reason women should not be subjected to the draft is because they are not combat ready. if you are goi
do you think that contributed to the environment in which sectional way sault happens? >> when you have an environment where women are treated as second-class warriors, can do everything but not quite the elite dog not out there doing what really brings about promotions and leadership positions and really what matters in the military the movie theater, you create in sub conscious feeling that women are not quite equal with the men. that adds to the problem of sexual harassment and sexual...